Castle Point Capital Management, LLC is a large advisory firm based in Greenwich. It manages $443.15 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Connecticut.
Castle Point Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Castle Point Capital Management, LLC is $443.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1089% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Castle Point Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stephen Friedman has been acting as President since 1 Jan 2009. Richard A Goldman joined the executive team most recently as the Co Ceo.
The principal office where Castle Point Capital Management, LLC performs its advisory services is located at 20 Horseneck Lane, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-862-3150 or by fax 203-862-3151. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.